CFP Financial Advisor

Seeking an experienced CFP Financial Advisor, the full-time position will work remotely to develop and implement comprehensive investment, financial, insurance, tax, and estate planning strategies for clients while managing an existing book of business. Key responsibilities Serve as the primary contact for prospective and current wealth management clients Create, deliver, execute, and manage complex financial plans based on clients' overall financial situations Ensure compliance with industry regulations while providing an exceptional client experience through collaboration with client service and trading teams Required qualifications Certified Financial Planner (CFP) designation 7 or more years of experience in a client-facing role within the financial services industry Proficiency in discussing and presenting complex financial planning topics to clients and prospects Strong computer skills, including proficiency in Salesforce, Word, Excel, and G Suite Clean U4 with no disclosures